Sr. FP&A Analyst

CV in; Northern (KY); Hybrid; USD 120,000 - 150,000; Full time

Job summary

OpenLoop Health seeks a Senior FP&A Analyst to own the end-to-end financial planning for telehealth operations. You will build models that connect revenue, costs, and cash flow to strategic decisions across the business, partnering with operations, clinical, and commercial teams.

You will lead monthly/quarterly reporting, run scenario analyses, and distill outcomes into concise stories for the Board and C-suite. This role blends accounting, operations, and strategy to scale care anywhere.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field.
• 4–6 years of progressive FP&A experience, preferably in data-driven environments.
• Strong ability to explain how financial statements interconnect and drive metrics.
• Hands-on experience with financial modeling, budgeting, and forecasting.

Responsibilities

• Design, build, and maintain financial models for forecasting, budgeting, and multi-year planning.
• Lead monthly, quarterly, and annual financial reporting with variance analysis and commentary.
• Analyze KPIs and surface risks, opportunities, and recommendations for action by executives.
• Develop budgets and rolling forecasts with documented assumptions.
• Monitor actuals vs forecasts and diagnose variances with corrective actions.
• Conduct scenario analyses for new opportunities and product launches.
• Collaborate with cross-functional teams to translate initiatives into financial impact.
• Create executive-facing presentations and board-ready reports.
• Identify projects to improve financial processes, systems, and controls.
• Support evaluation of new tools and data platforms for decision making.
• Provide ad hoc analysis for strategic initiatives as requested by leadership.

Skills

Financial modeling

Forecasting

Variance analysis

Stakeholder communication

Education

Bachelor's degree in Finance/Accounting

Tools

Microsoft Excel

ERP systems

Job description

Sr. FP&A Analyst at openloophealth.

About the role The Senior FP&A Analyst owns the end to end financial planning cycle for OpenLoop, translating complex telehealth operations into clear, actionable financial narratives. This role is responsible for building the models that connect revenue, cost, and cash flow to strategic decisions across the business. You will analyze performance across all lines of business, creating insights that directly influence product, marketing, and operational choices. The position requires you to challenge assumptions, refine processes, and ensure financial data is reliable, timely, and transparent. You will partner closely with leaders in operations, clinical, and commercial teams to align forecasts with reality. You will own scenario and sensitivity analyses that stress test the business under different market conditions. In addition, you will distill intricate financial outcomes into concise stories for the Board and C suite, guiding major investment and growth choices. This role sits at the intersection of accounting, operations, and strategy, making it central to how OpenLoop scales its mission to bring care anywhere.

Location: United States - Remote Engagement: full_time

What you’ll do

• Design, build, and maintain dynamic financial models that support forecasting, budgeting, and multi year planning for the telehealth business.
• Lead the preparation of monthly, quarterly, and annual financial reports, including deep variance analysis and concise commentary on financial performance drivers.
• Analyze financial statements, trends, and key performance indicators to surface risks, opportunities, and recommendations for executive action.
• Partner with operations and commercial teams to develop annual budgets and rolling forecasts, ensuring assumptions are realistic, data rich, and consistently documented.
• Set up and monitor actual performance against budgets and forecasts, diagnosing root causes of variances and proposing corrective actions.
• Conduct scenario analyses and financial simulations to evaluate new business opportunities, product launches, and potential risks before commitments are made.
• Collaborate with cross functional teams to collect inputs, validate drivers, and translate business initiatives into financial impacts and decision frameworks.
• Create executive facing presentations and board ready reports that highlight material financial metrics, strategic options, and recommended next steps.
• Identify and lead projects that improve financial processes, systems, and controls, enhancing efficiency, auditability, and scalability.
• Support the evaluation and implementation of new financial tools, integrations, and data platforms that enable better decision making.
• Provide ad hoc financial analysis and modeling for special projects, due diligence, and strategic initiatives as requested by finance leadership and senior management.
• Perform other financial analysis and operations support duties as assigned to advance the priorities of the business.

Requirements

• Hold a Bachelor’s Degree in Finance, Accounting, or a related field, with a demonstrated understanding of corporate finance principles.
• Bring 4 to 6 years of progressive experience in financial planning, analysis, or a related financial role, preferably in a data driven environment.
• Fluently explain how the income statement, balance sheet, and cash flow statement dynamically interconnect and impact key financial metrics.
• Have hands on experience with financial modeling, budgeting, and forecasting using structured methodologies and robust documentation.
• Show strong analytical and problem solving skills, with the ability to interpret complex financial data, ask the right questions, and deliver actionable insights.
• Demonstrate proficiency in Microsoft Excel, including advanced functions, financial modeling techniques, and data manipulation approaches.
• Have experience with financial software or ERP systems, and be quick to learn new systems and controls.
• Communicate clearly and effectively, tailoring messages for both financial and non financial stakeholders across written and verbal formats.
• Exhibit attention to detail, ownership, and the ability to work independently while also collaborating effectively within a team.
• Be comfortable learning new business models, navigating ambiguous or evolving data sets, and pivoting priorities as the telehealth business scales.
• Be authorized to work in the United States and able to perform remote duties within the country as stated in the location details.
• Align with OpenLoop’s expectations for reliability, ownership, and collaborative execution in a fast growth, mission driven organization.

Nice to have

• Prior FP&A experience within HealthTech, Digital Health, or Pharmacy operations, where you understand reimbursement, compliance, and patient access dynamics.
• Experience working in startup or early stage environments managing a high volume of data, rapidly changing assumptions, and limited historical precedent.
• Background in M&A modeling, corporate development, or due diligence, including integration financial planning and synergy analysis.
• Experience within Private Equity or Investment Banking, particularly with portfolio company support, financial reporting, and investor communications.

Practical notes This is a full time position based in the United States with remote work arrangements. There may be occasional travel related to business operations, compliance, or team meetings as defined by company policy. No visa sponsorship is currently available for this role. The compensation details are not specified in the source information, and there are no published deadlines for submission.